SPECIALISTS

Scott Sagan

Partner, Citrin Cooperman Advisors LLC

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Experience

Scott is a partner in Citrin Cooperman’s Commercial Tax Services Practice, bringing over 35 years of experience helping business owners navigate the financial and strategic challenges that come with growing and managing a business. Scott’s deep expertise spans industries such as manufacturing distribution organizations, home health services, auto dealerships, real estate development, startups, technology companies, and professional services firms.

Working closely with owner-managed businesses, Scott provides guidance on everything from banking and funding relationships to tax strategies and accounting solutions. He takes pride in supporting his clients through every phase of the business lifecycle, whether they are just starting out, navigating growth, or preparing for a sale or succession. Scott’s approach is not just about solving immediate financial issues; he helps clients position their businesses for long-term success and sustainability.

Previously, Scott was a partner at LitmanGerson Associates, LLP (LGA), which joined Citrin Cooperman in 2026. Before that, he co-founded a local accounting and tax services firm.

CREDENTIALS

Education

B.S. in Accounting, Babson College

Licenses

Certified Public Accountant in the Commonwealth of Massachusetts

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New England Society of CPAs (NECPAs)

Member, USA 500 Clubs

Treasurer and Past-President, Kernwood Country Club

Board Member, Brotherhood Credit Union

Honors & Awards

“Young Leadership Award,” Jewish Federation of the North Shore

WORK-LIFE BALANCE

Outside the Office

Scott and his wife have two sons. When not working, Scott enjoys traveling the world with his family. He is a passionate Boston sports fan and enjoys golfing, especially playing top 100 golf courses.

Get in Touch with Scott Today

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I’m passionate about helping entrepreneurs and family businesses thrive. Being a valuable resource to clients over many years is the most rewarding part of what I do.